Tax Manager – Private Client Services

EisnerAmper

Senior Tax Manager providing tax compliance and consulting services for high net-worth individuals. Reviewing tax returns and advising clients on tax planning for financial goals.

Posted 4/29/2026full-timeWestwood • Massachusetts • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

Review and prepare federal and multi-state individual and trust tax returns for high net-worth individuals and families
Research and critically analyze tax technical issues
Advise and provide guidance on tax planning and compliance matters
Delegate workflow to staff and see work products to their completion
Regularly interact with clients and timely respond to their requests/questions
Correspond and communicate with federal and state taxing authorities regarding nonresident tax withholding, client penalty notices, and other items
Address ad-hoc needs of clients, including analyses of potential tax implications of transactions, life events, etc.

Requirements

What you’ll need

Certified Public Accountant (CPA)
Bachelor’s degree in taxation and/or accounting
8+ years of experience preferred
Prior individual and trust tax preparation experience with high net-worth clients and family offices
Ability to pursue self-development and collaborate within a team dynamic
Thorough knowledge of CCH ProSystem FX and/or CCH Axcess, Excel, and Word
Professional communication skills, including the ability to communicate clearly and concisely (oral and written)

Benefits

Comp & perks

Health insurance
Work/life balance
Professional development opportunities
Flexibility to manage workdays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax preparationtax planningtax compliancetax analysisfederal tax returnsmulti-state tax returnstrust tax returnshigh net-worth individual taxationclient penalty analysisnonresident tax withholding

Soft Skills

delegationclient interactioncommunicationteam collaborationself-developmentcritical analysisguidanceproblem-solvingresponsivenessorganizational skills

Certifications

Certified Public Accountant (CPA)